Connect BoxHero and Unifyy CRM to Build Intelligent Automations
Enable Integrations or automations with these events of BoxHero and Unifyy CRM
Enable Integrations or automations with these events of BoxHero and Unifyy CRM
Triggers
New Transactions
Triggers when a new transactions is created.
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Frequently Asked Questions
To start, connect both your BoxHero and Unifyy CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in BoxHero triggers actions in Unifyy CRM (or vice versa).
Absolutely. You can customize how BoxHero data is recorded in Unifyy CRM. This includes choosing which data fields go into which fields of Unifyy CRM, setting up custom formats, and filtering out unwanted information.
The data sync between BoxHero and Unifyy CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BoxHero and Unifyy CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About BoxHero
BoxHero simplifies inventory management for small to medium-sized businesses. Increase visibility with barcode and QR-code attachments.
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About Unifyy CRM
Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!
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